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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Kerest is an investment advisor with over 27 years of experience in the financial services industry. Thomas has been with LPL Financial LLC since 2005 and has a branch office location in Flemington, NJ. Thomas holds several licenses and certifications, including Series 7, Series 24, Series 63, and Series 65. Thomas is registered with FINRA and the state of New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/27/2005 - Present
LPL Financial LLC (FLEMINGTON NJ)
MA
10/20/2004 - 05/13/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/25/2001 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
05/27/1999 - 04/25/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
MO
06/19/1997 - 05/18/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CO
03/31/1995 - 07/02/1997
PATTERSON TRAVIS, INC. (ENGLEWOOD CO)
IA
Issued 08/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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